Filed January 30, 1998
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $100,315 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $64,411 |
LPL FINANCIAL9 years Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $4,417 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,302 | $2,679,533-96.6% | $164,813-44.0% | $199,593-53.8% |
| Participation rate | 89.5% | 78.3%+11.2pp | 78.6%+10.9pp | 72.0%+17.5pp |
| Annual return | 35.11% | 17.93%+17.2pp | 69.93%-34.8pp | 34.25%+0.9pp |
| Employer contribution / active EE | $2,802 | $2,970-5.6% | $4,341-35.4% | $3,034-7.6% |
| Participant deferral / active EE | $5,218 | $5,010+4.2% | $6,031-13.5% | $5,087+2.6% |
| Admin fee / account holder | $118 | $1,982-94.1% | $12,690-99.1% | $269-56.1% |